Professional
Added to YB: 2025-04-04
Pitch date: 2025-01-16
QCOM [neutral]
QUALCOMM Incorporated
-21.77%
current return
Author Info
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Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$135.3B
Pitch Price
$160.73
Price Target
N/A
Dividend
2.81%
EV/EBITDA
9.91
P/E
25.88
EV/Sales
3.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Nightview Fund Portfolio Holding: QUALCOMM Incorporated
QCOM (holding update): Transitioning beyond handsets to high-growth auto & IoT. Auto rev +55% to $2.9B in FY24, 10+ new design wins. IoT rev $1.4B. AI expansion via Snapdragon. Diversification strategy showing results, poised for 3-year transformation despite potential near-term handset headwinds.
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